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Sarah Miller Email & Phone Number

Assistant General Counsel @ DTCC | Strategic Data & Privacy Attorney | PLS, CIPP-US, CIPM | Non-Profit Board Member, IAPP PLS Advisory Board Member, Women's Initiative Networking & Success (ERG) Leadership at The Depository Trust & Clearing Corporation (DTCC)
Location: Greater Boston, United States, United States 10 work roles 4 schools
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Assistant General Counsel @ DTCC | Strategic Data & Privacy Attorney | PLS, CIPP-US, CIPM | Non-Profit Board Member, IAPP PLS Advisory Board Member, Women's Initiative Networking & Success (ERG) Leadership
Location
Greater Boston, United States, United States
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Sarah Miller is listed as Assistant General Counsel @ DTCC | Strategic Data & Privacy Attorney | PLS, CIPP-US, CIPM | Non-Profit Board Member, IAPP PLS Advisory Board Member, Women's Initiative Networking & Success (ERG) Leadership at The Depository Trust & Clearing Corporation (DTCC), a company with 501 employees, based in Greater Boston, United States, United States. AeroLeads shows a matched LinkedIn profile for Sarah Miller.

Sarah Miller previously worked as Assistant General Counsel at The Depository Trust & Clearing Corporation (Dtcc) and Associate General Counsel; Privacy and Data Governance at Emoney Advisor. Sarah Miller holds Juris Doctor, Evening, Employment Law, Business Law, Financial Law, Criminal Law, Property, Trusts And Estates, Erisa from Suffolk University Law School.

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The Depository Trust & Clearing Corporation (DTCC)

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Profile bio

About Sarah Miller

Professionally, I am an executive data and certified (PLS, CIPM, CIPP-US) privacy attorney; IAPP advisory board member, and women’s networking ERG co-lead, with almost twenty years of unique fintech experience that led me to the following professional cornerstones: 1) There is no product without data and the most effective product strategy incorporates legal strategy; legal should be part of the product roadmap with a seat at the executive strategy table. 2) Achieving business results without mitigating risk only yields short term results; long term success depends on creative and sustainable programs and processes built on top of a solid data foundation. 3) Communication is more effective if there is a story behind it and that story is fortified by a top down, cross-functional culture of shared objectives and collaborative mindsets that are not afraid to fail. 4) The best leaders are authentic leaders. Personally, I am mom of two children, a non-profit board member, a creative writer, and a Pittsburgh native who can still cite the starting lineup of the ‘92 Pirates.

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The Depository Trust & Clearing Corporation (DTCC)
The Depository Trust & Clearing Corporation (Dtcc)
Assistant General Counsel @ DTCC | Strategic Data & Privacy Attorney | PLS, CIPP-US, CIPM | Non-Profit Board Member, IAPP PLS Advisory Board Member, Women's Initiative Networking & Success (ERG) Leadership
1600 Amphitheatre Pkwy Mountain View, CA 94043 United States
Website
Employees
501
AeroLeads page
10 roles

Sarah Miller work experience

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Assistant General Counsel

Current

Jersey City, NJ, US

Provides wide range of legal support and advice to DTCC businesses as member of General Counsel’s OfficeWomen's Initiative for Networking & Success ERG: Boston Co-Chair

Nov 2021 - Present

Associate General Counsel; Privacy And Data Governance

Radnor, PA, US

- Created and scaled eMoney’s privacy program; wrote policy, defined requirements, responded to privacy incidents, implemented privacy by design, authored privacy thought leadership series, presented at IAPP Global Summit. - Developed strategic cross-functional organization to implement a culture of privacy and data governance.- Provided quarterly updates.

Apr 2018 - Nov 2021

Director; It Product Management Fidelity Brokerage Technology

Boston, MA, US

Created and managed an organization of eight product, vendor, and client contract managers responsible for completing organizational data use contracts process. Successfully negotiated 28 market data contracts totaling $3.2 million within a one-year deadline and under budget. Designed workflows, policies, and operational procedures for client and.

Jul 2014 - 2018

Sr. Product Manager; Fidelity Institutional Technology

Boston, MA, US

  • Represented Institutional Wealth Service and National Financial businesses on projects with regulatory components
  • Participated on the Fixed Income Regulatory Steering Committee, Tax Leadership Group, and Cost Basis Communication Teams.
  • Served as business reviewer for external communications
Jun 2013 - Jul 2014

Product Manager; Regulatory Programs Fidelity Institutional Wealth Services Technology

Boston, MA, US

  • Represented the WealthCentral platform on regulatory programs and projects under the purview of the SEC, FINRA, and other regulators.
  • Managed WealthCentral release enhancements for targeted regulatory changes. Developed scope, business requirements, and user acceptance test cases.
  • Negotiated business contracts with open platform vendors.
  • Served as legal-risk-compliance liaison for WealthCentral platform.
  • Participated in functional, technical, design, and quality assurance triage reviews, and usability planning/sessions.
Jan 2012 - Jun 2013

Transition Project Manager

Boston, MA, US

  • Completed over 130 client conversions from the legacy brokerage platform AdvisorCHANNEL to the next generation web-based platform, WealthCentral with assets under management totaling over $105 billion.
  • Defined detailed project plans and identifying project milestones for client conversions
  • Managed the client relationship during the conversion process
  • Provided IWS Product Development with feedback on enhancements, quarterly releases and new functionalities
Jul 2010 - Jan 2012

Sr. Relationship Manager And Internal Sales Specialist

Mid Atlantic Trust Company
  • Grew, identified, and developed relationships with third party administrators, recordkeepers, and advisors
  • Ensured a consistent flow of new revenue to the company as stated in the annual individual sales goal
  • Negotiated contracts, and provided demos to existing clients to initiate conversion to MATC trading platform
  • Orchestrated the conversion of clients to ensure a smooth transition to the MATC trading platform
  • Prepared proposals and quotes on all new business opportunities
  • Managed referral relationships of advisors for new product lines
Jan 2009 - Aug 2009

Sr. Account Administrator

Mid Atlantic Trust Company
  • Managed Special Projects for High Net Worth ClientsResponsibilities
  • Designated as Project Manager and operational contact to over 35 institutional clients
  • Created project plans and led weekly conference calls with Pittsburgh and Chicago offices
  • Coordinated with SunGard administrators to provide cohesive communication to mutual clients in regard to Mid Atlantic plan level accounts and fund level accounts
  • Served as primary sales and operational contact for partnership with National Financial Services
  • Traveled with the President and CEO to demonstrate product functionality to potential and existing clients
Dec 2007 - Dec 2008

Trust Officer And Operations Specialist

Mid Atlantic Trust Company
  • Represented MATC as daily operational contact for several Third Party Administrators
  • Selected for participation in compliance review committee for new products and SAS70 (in-depth audit of control objectives) preparation
  • Created an implementation guide to streamline new business procedures
Oct 2005 - Dec 2007

Account Administrator

Mid Atlantic Trust Company

* Reported directly to MATC Principal, President and Director of Operations* Established plan level corporate retirement plans on a corporate trust level * Designated as project manager during implementation phase of new business * Monitored TPA and plan sponsor access to internal database

Jul 2005 - Nov 2005
Team & coworkers

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4 education records

Sarah Miller education

Juris Doctor, Evening, Employment Law, Business Law, Financial Law, Criminal Law, Property, Trusts And Estates, Erisa

Suffolk University Law School

Juris Doctor, Evening Program

Thomas R. Kline School Of Law Of Duquesne University

Bachelor Of Arts, Political Science; Justice Internship Program

Allegheny College

Education record

Woodland Hills
FAQ

Frequently asked questions about Sarah Miller

Quick answers generated from the profile data available on this page.

What company does Sarah Miller work for?

Sarah Miller works for The Depository Trust & Clearing Corporation (DTCC).

What is Sarah Miller's role at The Depository Trust & Clearing Corporation (DTCC)?

Sarah Miller is listed as Assistant General Counsel @ DTCC | Strategic Data & Privacy Attorney | PLS, CIPP-US, CIPM | Non-Profit Board Member, IAPP PLS Advisory Board Member, Women's Initiative Networking & Success (ERG) Leadership at The Depository Trust & Clearing Corporation (DTCC).

Where is Sarah Miller based?

Sarah Miller is based in Greater Boston, United States, United States while working with The Depository Trust & Clearing Corporation (DTCC).

What companies has Sarah Miller worked for?

Sarah Miller has worked for The Depository Trust & Clearing Corporation (Dtcc), Emoney Advisor, Fidelity Investments, and Mid Atlantic Trust Company.

Who are Sarah Miller's colleagues at The Depository Trust & Clearing Corporation (DTCC)?

Sarah Miller's colleagues at The Depository Trust & Clearing Corporation (DTCC) include Chaopeng Zhou, Eugene Wilson, Jr., Joann Williams, Alan Bendel, and Anne Mitton.

How can I contact Sarah Miller?

You can use AeroLeads to view verified contact signals for Sarah Miller at The Depository Trust & Clearing Corporation (DTCC), including work email, phone, and LinkedIn data when available.

What schools did Sarah Miller attend?

Sarah Miller holds Juris Doctor, Evening, Employment Law, Business Law, Financial Law, Criminal Law, Property, Trusts And Estates, Erisa from Suffolk University Law School.

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